If I have a form with fields for first name, last name and incoming date and name their keys firstName, lastName and incomingDate respectively, can I then refer to these later on in my process using these names, e.g., if incomingDate is older than 5 days then send escalation message to manager?
And if it’s not the key, do I have to use custom properties? And if not, then what would I sensibly use custom properties for?
This is the way it works, yeah. Data that you refer to will be mapped into the form (so you can actually populate your form with data from previous tasks) and also pushed to the variable context once the form is completed.
A related question: If I have a website from where my process is started and I want the user to upload a document (e.g, a passport copy), how can I do that? And if I want the clerk to be able to upload something along the way, what’s the solution for that?
In the modeler, there’s a Button element, but I can only find the actions Submit and Reset in the Action dropdown. How can I get the button to make it possible for users to upload a file?
So we’ve got document upload in the pipeline, but it’s not yet something you can do directly via forms yet.
For now you would have to use some kind of a workaround for document management.
You could set up an HTML link to a platform via the text viewer component, and having a text input field labeled ‘Document link’ for example. The clerk click the link to navigate to the upload platform, and copy the reference link back into the form.
This feature in general is highly requested and should receive attention in the coming versions.